Australian Retail Distributors Stock News

ASX:TWE
ASX:TWEBeverage

Assessing Treasury Wine Estates’ Valuation As JPMorgan Cuts Its Substantial Holding

JPMorgan Chase has cut its relevant interest in Treasury Wine Estates (ASX:TWE) below substantial shareholder levels, a move that shifts the company’s institutional ownership profile and puts fresh attention on who owns the stock. See our latest analysis for Treasury Wine Estates. The shift in JPMorgan’s position comes after a tough period for holders, with the share price at A$5.08 and a 1 year total shareholder return decline of 50.71% and a 3 year total shareholder return decline of...
ASX:BPT
ASX:BPTOil and Gas

Beach Energy Loss In H2 2025 Rekindles Concerns Over Margin Recovery Narratives

Beach Energy’s H1 2026 numbers at a glance Beach Energy (ASX:BPT) has put out its H1 2026 scorecard with mixed signals, as recent half year data shows revenue of about A$1.1 billion paired with a basic EPS of A$0.10 in H1 2025, followed by a basic EPS loss of A$0.12 in H2 2025 and a loss of A$0.06 in H2 2024. The company has seen revenue move from A$877.1 million in H2 2024 to A$1.04 billion in H1 2025 and A$1.06 billion in H2 2025. Over the same periods, EPS has swung from a loss of A$0.06...
ASX:CNI
ASX:CNIREITs

A Look At Centuria Capital Group (ASX:CNI) Valuation After Major Hydroponic Glasshouse Acquisition

Centuria Capital Group (ASX:CNI) has moved to expand its agriculture real estate footprint with the acquisition of a 43ha hydroponic glasshouse facility in Two Wells, South Australia, secured on a 17.4 year triple net lease. See our latest analysis for Centuria Capital Group. The acquisition comes as the A$2.08 share price has seen a 10.05% 7 day share price return and a 2.46% year to date share price return. The 1 year total shareholder return of 25.73% contrasts with a weaker 90 day share...
ASX:AEF
ASX:AEFCapital Markets

Australian Ethical Investment And 2 Other ASX Penny Stocks To Watch

As the Australian market braces for a challenging day with a projected 1.2% drop, influenced by Wall Street's recent downturn, investors are keenly observing potential opportunities amidst the volatility. Penny stocks, often representing smaller or newer companies, might seem like a relic of past market trends but remain relevant today as they offer unique growth prospects at lower price points. By focusing on those with strong balance sheets and solid fundamentals, investors can uncover...
ASX:MIN
ASX:MINMetals and Mining

Mineral Resources (ASX:MIN) Is Down 10.9% After Lithium Volume Upgrade And POSCO Delay Has The Bull Case Changed?

Ord Minnett recently downgraded Mineral Resources from Accumulate to Hold as the company updated lithium volume forecasts for its Wodgina and Mt Marion operations and reiterated that the planned partial sale of its lithium business to POSCO remains subject to approvals, with completion targeted in the first half of 2026. With firmer realised lithium prices underpinning higher production guidance and half-year results due on 20 February 2026, investors are reassessing how Mineral Resources’...
ASX:ZIP
ASX:ZIPConsumer Finance

Assessing Zip Co (ASX:ZIP) Valuation After The Launch Of New Pay In 2 Product

Why Zip Co’s new Pay in 2 product matters for investors Zip Co (ASX:ZIP) has launched Pay in 2, a new option that lets customers split purchases into two installments over two weeks. The product targets everyday spending within a single billing cycle. The product follows a pilot where 95% of surveyed users said they would use Pay in 2 again, with interest focused on groceries and bills. It also includes a short introductory period of no origination fees for early adopters. See our latest...